Client Administration and Reporting

Large life insurance portfolios require a level of ongoing attention that experienced professional advisors appreciate—Winged Keel continually invests in ongoing administration processes designed to do just that.

When a portfolio is broadly diversified among a variety of life insurance companies, with premiums due at different times, it becomes critically important to have a process to verify that all premiums are paid in a timely fashion. Winged Keel's Premium Assure™ does just that, and is one of several proprietary processes designed to fulfill the ongoing service needs of large life insurance portfolios.

Our team has developed numerous other administrative processes that can be tailored to meet a client's particular needs, including customized reporting, premium invoicing, inforce illustrations, scheduled task management, and

 

budget-to-actual tracking and reporting for the insurance policies and any accompanying funding vehicles. Our disciplined approach to using technology to capture policy data enables us to routinely review client portfolios and quickly identify opportunities for clients to benefit from newly developed ideas and products.

We invite clients and their professional advisors to ask us about inforce analytics, behind-the-scenes administration, proprietary reporting systems, and periodic reviews. The closer they look, the more confident they will be in our firm's ability to meet their highest expectations.